We are qualified financial advisers with over 30 years combined experience in financial planning with expertise in life assurance, mortgage assistance, pensions, group schemes, income protection and business protection.
We provide honest advice without the jargon in order for you to make the right choice no matter what your stage of life you are at.
We are experts in our field and make it our business to know your requirements and what is right for you. By having access to a robust and thorough risk management service, our clients feel confident that they have the right kind and level of protection in place, protection that they can depend on throughout the year.
Our mission statement is simple: To partner with you to create financial comfort, help and protect your family, and build a legacy. We are driven to provide jargon-free professional advice and tailored solutions that enhance your life.
Our goal: To be recognised as the easiest brokerage to deal with whilst maintaining clear professional and tailored advice.
We are based in 238 Swords Road, Santry, Dublin 9.